None of those examples are capital products, in fact I think you help make my point. While there are numerous ways this can happen, Customers can agree to purchase X amount of products a-b-c or reach a certain level of purchasing and JnJ will work with them in the capital costs of the units. We use Stryker Neptune portable suction/smoke evacuators. There is no charge for the units since we agreed to purchase x amount of disposables for the unit. We do the same for arthroscopy pumps, energy generators etc.
JnJ will be in a position to upend the robotic market. The model will change.
Meanwhile ISRG is making new all time highs while I'm invested in Titan so what do I know!!!
Hope your right my friend.
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